Corient Private Wealth
MGEE icon

Corient Private Wealth’s MGE Energy Inc MGEE Stock Holding History

Corient Private Wealth’s Portfolio MGEE Stock Details MGEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$464K Buy
5,695
+2,171
+62% +$168K ﹤0.01% 2275
2026
Q1 		$272K Buy
3,524
+140
+4% +$11K ﹤0.01% 2372
2025
Q4 		$265K Buy
3,384
+103
+3% +$8.47K ﹤0.01% 2251
2025
Q3 		$276K Sell
3,281
-3,087
-48% -$263K ﹤0.01% 2170
2025
Q2 		$563K Buy
6,368
+3,165
+99% +$285K ﹤0.01% 1642
2025
Q1 		$298K Sell
3,203
-115
-3% -$10.5K ﹤0.01% 1856
2024
Q4 		$312K Sell
3,318
-332
-9% -$32.1K ﹤0.01% 1868
2024
Q3 		$334K Buy
3,650
+375
+11% +$32.1K ﹤0.01% 1965
2024
Q2 		$245K Sell
3,275
-15
-0.5% -$1.17K ﹤0.01% 2018
2024
Q1 		$259K Buy
+3,290
New +$231K ﹤0.01% 1973
2023
Q3 		– Sell
-2,569
Closed -$203K – 2201
2023
Q2 		$203K Buy
+2,569
New +$197K ﹤0.01% 1871

Other funds holding MGEE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Corient Private Wealth's MGEE Position: Q2 2026 in Review

Corient Private Wealth increased its MGE Energy Inc (MGEE) stake by 62% in Q2 2026, buying an estimated $168K and bringing the position to 5,695 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

Corient Private Wealth first reported a position in MGEE in Q2 2023 and has held it in 11 quarters since. The position peaked at $563K in Q2 2025. 337 funds tracked by Wall St. Rank hold MGEE as of Q2 2026.

  • Corient Private Wealth held 5,695 shares of MGE Energy Inc worth $464K as of Q2 2026.
  • Corient Private Wealth bought 2,171 MGE Energy Inc shares in Q2 2026, an estimated $168K.
  • MGE Energy Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2275 holding.
  • Corient Private Wealth first reported a position in MGE Energy Inc in Q2 2023 and has held it in 11 quarters since.
  • Corient Private Wealth's MGE Energy Inc position peaked at $563K in Q2 2025.
  • 337 funds tracked by Wall St. Rank held MGE Energy Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.